FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Sells

1 +$912K
2 +$873K
3 +$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K ﹤0.01%
475
202
$10K ﹤0.01%
773
-259
203
$10K ﹤0.01%
600
204
$10K ﹤0.01%
318
+48
205
$10K ﹤0.01%
3,000
206
$10K ﹤0.01%
442
207
$9K ﹤0.01%
+176
208
$9K ﹤0.01%
110
209
$8K ﹤0.01%
303
+3
210
$8K ﹤0.01%
100
211
$8K ﹤0.01%
131
212
$7K ﹤0.01%
339
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$7K ﹤0.01%
125
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$7K ﹤0.01%
120
215
$7K ﹤0.01%
45
216
$7K ﹤0.01%
270
217
$7K ﹤0.01%
97
218
$7K ﹤0.01%
37
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$6K ﹤0.01%
3
220
$6K ﹤0.01%
65
221
$6K ﹤0.01%
249
222
$6K ﹤0.01%
79
223
$6K ﹤0.01%
150
224
$5K ﹤0.01%
232
225
$5K ﹤0.01%
+76